Vert Asset Management LLC Portfolio Holdings

Vert Asset Management LLC

  • $291 Million
  • Q4 2024

Vert Asset Management LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $291 Million distributed in 43 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Welltower Inc. with a value of $22.8M, Digital Realty Trust, Inc. with a value of $22.6M, Equinix Inc with a value of $22.4M, Simon Property Group Inc with a value of $21.6M, and Prologis, Inc. with a value of $19.3M.

Examining the 13F form we can see an increase of $2.92M in the current position value, from $288M to 291M.

Vert Asset Management LLC is based out at Sausalito, CA

Below you can find more details about Vert Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $291 Million
Real Estate: $291 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 43
  • Current Value $291 Million
  • Prior Value $288 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 38 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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